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SR 07-26-2011 8ACity of '~ lsl' Santa 1ldonica City Council Meeting: July 26, 2011 Agenda Item: ~_ To: Mayor and City Council From: Andy Agle, Director of Housing and Economic Development Subject: Relocation Plan for Proposed Affordable Senior Housing at 1924 and 1930 Euclid Street, 1753 18th Street, and 1754 19th Street Recommended Action Staff recommends that the City Council approve the Relocation Plan for proposed affordable housing at 1924 and 1930 Euclid Street, 1753 18th Street and 1754 19th Street. Executive Summary Pursuant to State law, the City Council must approve a relocation plan before any permanent displacement of residents can occur as a result of a proposed development that will receive public assistance. This report presents the Relocation Plan in conjunction with the proposed affordable senior housing at 1924 and 1930 Euclid Street, 1753 18th Street, and 1754 19th Street. The Relocation Plan identifies two affected households to be displaced and describes the relocation assistance to be provided, which includes a moving payment and a relocation payment. Background The proposed affordable senior housing at 1924 and 1930 Euclid Street, 1753 18tH Street, and 1754 19th Street are new construction developments of FAME Santa Monica Senior Apartments, L.P. (FAME) and have received Architectural Review Board and Planning Commission approval. Additionally, on April 28, 2009, the Redevelopment Agency approved a replacement housing plan for this proposed affordable housing development, which entails the demolition of three single-family homes and afour-unit multifamily building to be replaced with forty-two singles, six one- bedrooms, and one two-bedroom residences. Further, the City Council approved the issuance oftax-exempt bond financing for this affordable housing on Aril 12. 2011. 1 Whenever displacement of existing residents will occur. as a result of a proposed development, the City Council must approve a Relocation Plan in conformance with statutes and regulations established by the California Relocation Assistance Law, California Government Code section 7260 et seq. (the "CRAL"), the California Relocation Assistance and Real Property Acquisition Guidelines, Title 25, California Code of Regulations, Chapter 6, Section .6000 et seq. (the "Guidelines"), and California's Community Redevelopment Law (Health & Safety Code Section 33000 et seq.). Discussion Only two of the existing seven residences were occupied when FAME purchased the properties in 2009. These two households comprise a total of four persons who will be permanently displaced as a result of the development. Under State guidelines, comparable and available replacement housing must be identified prior to the relocation of the displaced household. FAME's relocation consultant conducted several rental housing surveys in May 2011 to locate comparable replacement housing in proximity to 1924 Euclid Street and 1954 19th Street. The results of the survey indicate that there is an adequate supply of replacement housing available to meet the needs of the households that will be displaced, although at higher rental rates than what the residents are currently paying. Therefore, the Relocation plan establishes the amount of financial assistance that will be provided to the households to facilitate the transition to replacement housing. The proposed FAME Relocation Plan sets forth an assessment of displaced household needs, replacement housing resources, program assurances and standards, relocation assistance program, relocation benefits and payments (including rental assistance), eviction policy, appeals policy, projected dated of displacement, and estimated relocation costs. 2 The FAME Relocation Plan has been made available for public review and provided to the two affected households, as required by law. Any written comments from the public or displaced households will be attached to the Relocation Plan as an addendum prior to its consideration by the Council. Financial Impacts & Budget Actions The recommendation has no new budgetary or financial impacts to the City. The City Housing Trust Fund Loan for this development includes an approved budget with a designated amount specifically allocated for relocation costs. Prepared by: Jim Kemper, Housing Administrator Andy Agle, D Housing and Attachments: Attachment A -FAME Relocation Plan Forwarded to City Council: Rod Gould, City Manager 3 ATTACHMENT A el®cat~® i i &'~ ym~-~Zr"'~.z2G?.°:Tl~,r,:,....:<.~"a/'~iL'~'&<,.,~.,e:~.,.u"'~_i,..,_.,.:~'_~'__~~,.iv..r~~,n~x r~.a;~f~zc:.es ~aM~ sA~TA Monica SENIOR APARTMErITS I.P 3129 6~ Street Santa Monica, CA 90405 Prepared by Del Richardson and Associates, Inc. May 2009 Updated 5/12/11 ~'.'~~Y;i .r'R c.P~.,~~°`N-3l ea._~~si~*/4.. ^'].:~n, t.~u~~ ir:-Ce =:TTL.=, e~/.T~,h~;n:~ FAME Santa Monica Senior Apartments Relocation Plan TABLE OF CONTENTS I. INTRODUCTION ................................................................................................... 2 II. ENVIRONMENTAL CONDITIONS ........................................................................ 3 III. PROJECTED DATE OF DISPLACEMENT ........................................................... 3 IV. ESTIMATED RELOCATION COST AND FUNDING ............................................. 3 V. CITIZEN PARTICIPATION ....................................................................................8 VI. RELOCATION STANDARDS ................................................................................8 VII. RESIDENTIAL RELOCATION NEEDS AND CHARACTERISTICS .................... 13 VIII. OBTAINING RELOCATION HOUSING ........................:..................................:... 13 IX. RELATIONSHIPS WITH SITE OCCUPANTS ..................................................... 14 X. REPLACEMENT OF RESIDENTIAL HOUSING RESOURCES .......................... 18 XI. ANALYSIS OF RELOCATION REPLACEMENT RESOURCES ......................... 18 XII. RELOCATION ADVISORY SERVICES ...........................................................:.. 19 XIII. RELOCATION PAYMENTS AND DISBURSEMENT .......................................... 23 XIV. GRIEVANCE PROCEDURES .............................................................................27 Attachments: Exhibit A -Project Area Map Exhibit B -Required Notices Exhibit C -Grievance Procedures Exhibit D -Relocation Information Booklets Summary of Relocation Characteristics and Estimated Relocation Cost (Confidential) Page 1 FAME Santa Monica Senior Apartments Relocation Plan ~u~TROD~~T~~N When it becomes necessary to acquire and develop property to permit new development, the relocation of homeowners, tenants and businesses and non-profit organizations often becomes necessary. This Relocation Plan describes the method of relocation implementation procedures for the fair, uniform and equitable treatment of persons displaced from their homes and businesses when acquisition and development occurs. It identifies the administrative requirements for conducting relocation and sets forth relocation standards, occupancy standards, methods of obtaining replacement housing, compensation payments and other related provisions of relocation practices. This .Plan sets forth policies and procedures necessary to conform with statutes. and regulations established by the California Relocation Assistance Law, California Government Code section 7260 et seq. (the "CRAL") and the California Relocation Assistance and Real Property Acquisition Guidelines, Title 25, California Code of Regulations, Chapter 6, Section 6000 et seq. (the "Guidelines"). FAME Santa Monica Senior Apartments is a 49 unit senior development located on three sites in the Pico Neighborhood. Development on the sites will range from 7 to 24 units each. Every site includes a community or dining/assembly room, laundry facilities, and elevator access in secure two and three-story buildings. Parking is both at grade level and located under the buildings at the first floor, as fully subterranean parking is contemplated. Forty-two of the units are large, approximately 600 square feet loft-like studios with balconies. In addition, the project includes six one-bedroom and one two bedroom apartments. Two of the sites are entitled through the City's SENIOR GROUP HOUSING zoning designation. This allows an increased number of units in the R-2 zones for senior units that do not include a bedroom and which have kitchen, but do have access to a community dining room. The third site will be entitled under the R-2 multi-family designation. It is contemplated that for state funding application purposes, the project can be developed by-right and will not require zoning entitlement process. Two of the sites are owned by the developer. One site is owned by FAME Church of Santa Monica, and is currently being leased to the development fora 55+ year period. The developer is FAME Santa Monica Senior Apartments LP, a partnership of Squier Properties LLC and the nonprofit FAME Santa Monica Redevelopment Corporation (FSMRC). Squier Properties has extensive experience building and operating affordable housing communities for seniors and families throughout California. As previous Executive Director of the Community Corporation of Santa Monica, Gary Squier initiated 15 affordable housing developments in the city. FSMRC was created by FAME Church of Santa Monica to launch economic, service and housing initiatives in the Pico Neighborhood. As a first step, the developer obtained acquisition and predevelopment financing from the City of Santa Monica, to enable the purchase of the project sites in advance of final entitlements and funding commitments. The next step will involve city assistance in funding development Page 2 FAME Santa Monica Senior Apartments Relocation Plan costs. The City Council on April 28, 2009 approved a plan to replace seven housing units that will be removed to accommodate the senior project. II. ENVIRONMENTAL CONDITIONS The project site is situated in the Earthquake Recovery Redevelopment Project area of the City of Santa Monica that provides residents with a variety of job opportunities, recreational and cultural facilities, and provides businesses ready access to a wide range of potential customers. Immediately adjacent to the subject properties are residential single-family and apartment residences. The properties are generally well cared for and reflect "pride of ownership." The City of Santa Monica is characterized by numerous medical facilities, hotels, retail shopping, restaurants, business establishments, community parks, recreational facilities including industrial and manufacturing areas. Additionally, the city provides medical, educational, insurance, banking, real estate and governmental services. The project site is within easy accessibility of the 10 Freeway. Public transportation is provided throughout the City of Santa Monica with convenient service to adjacent communities. The City of Santa Monica is linked to the rest of the region by a network of streets and freeways, by an extensive regional, local and express bus system. The project site itself consists of three properties which are a mixture of primarily single and multi-family residential units. The proposed displacement sites are located at 1924 Euclid Street and 1754 19'h Street in the City of Santa Monica, California and in the County of Los Angeles. III. PROJECTED DATE OF DISPLACEMENT The proposed FAME Santa Monica Senior Apartments project will result in the displacement of two residential households. The relocation 'activity is expected to begin in May of 2011 and be completed by November 2011. IV. ESTIMATED RELOCATION COST AND FUNDING The estimated relocation cost for this project activity is $ 160,000. The project has obtained funding from the Redevelopment Agency of the City of Santa Monica and has applied and received Low Income Housing Tax Credits (LIHTC). The Developer will insure that adequate funds to relocate all eligible persons are available prior to any displacement. The Developer will also ensure that displacement does not result in different or separate treatment of household based on race, nationality, color religion, sex, marital status, family status, disability or any other basis protected by the Federal Fair Housing Amendment Act, the Americans with Disabilities Act, Title VI of the Civil Rights Act of 1964, Page 3 FAME Santa Monica Senior Apartments Relocation Plan Title VIII of the Civil Rights Act of 1968, the California Fair Employment & Housing Act, the Unruh Act, as well as any other arbitrary or unlawful discrimination. The Developer will comply with the Agency's adopted Rules and Regulations that: (1) implement the requirements of the California Relocation Assistance and Real Property Acquisition Law (the "Act"); (2) are in accordance with the provisions of the California Department of Housing and Community Development's "Relocation Assistance and Real Properly Acquisition Guidelines" (the "State Guidelines'); (3) meet the requirements of the California Community Redevelopment Law and the provisions of the Earthquake Recovery Redevelopment Project Redevelopment Plan, adopted June 21, 1994 and (4) are appropriate to the particular development activities of the Developer and not inconsistent with the Act or the State Guidelines. The Developer is unaware of any public or private projects underway in the vicinity of the project or within the replacement housing resource survey areas that would impact the availability of needed housing resources. A. ADMINISTRATIVE ORGANIZATION Responsible Entity The Developer is responsible for the relocation of individuals, families ahd businesses that are to be displaced by development activities. The Developer will meet its relocation responsibilities through the use of its relocation consultant, supplemented by assistance from local realtors, social service agencies and civic organizations. The Developer will coordinate this activity with those of other agencies and bodies, as detailed in various sections of this Plan. 2. Developer Assurances The Developer will not proceed with any approval of the project or other activities that will directly result in the displacement of any person until it makes the following assurances: a. Fair and reasonable relocation payments will be provided to eligible persons as required by State guidelines and Agency rules and regulations; b. A relocation assistance advisory program offering relocation services will be established; c. Eligible persons will be adequately informed of the assistance, benefits, policies, practices and procedures, including grievance procedures, provided for by State guidelines and Agency's rules and regulations; d. Comparable replacement dwellings will be available within a reasonable period of time prior to displacement sufficient in .number, size and cost for the eligible persons who require them; Page 4 FAME Santa Monica Senior Apartments Relocation Plan e. Eligible persons will be offered appropriate transportation to inspect comparable replacement housing units; Adequate provisions will be made to assure the orderly, timely and efficient relocation of eligible persons to comparable replacement housing (without regard to race, color, religion, sex, marital status, or national origin) and with a minimum hardship to those affected; g. No person will be displaced until the Developer has fulfilled the obligations imposed by the "Guidelines" and the "Agency's" Rules and Regulations; h. No persons of low and moderate income will be displaced unless and until there is a suitable housing unit available and ready for occupancy by said persons at rents comparable at the time of their displacement. Such housing units will be suitable to the needs of such displaced persons and will be a decent, safe, sanitary and standard dwelling; and The Developer has prepared a Replacement Housing Plan that will address the issues of the removal of low and moderate income housing units from the housing market in the project area. 3. Staff The Developer's Relocation Consultant is responsible for developing and administering the programs for rehousing all site occupants who are required to move by redevelopment activities. The Developer will assign staff to the project. It will be the field Relocation Consultant that will assure the successful relocation of families, individuals and businesses. The Developer's Relocation Consultant has extensive acquisition and relocation expertise, with many years of experience. Staff has been, and will continue to be, selected by the Developer from the fields of social welfare, community organization, real estate, business finance and administration, public health, education, public housing and other related fields. Beyond their professional qualifications and standing, many bring years of valuable experience and skill in carrying out acquisition, relocation and community planning programs in this and other communities. The Developer's Relocation Consultant expects to assign sufficient staff to the project. If necessary, bilingual staff will be assigned. The assigned staff will provide relocation assistance accessible and convenient to all of the displaced persons. The Relocation Consultant has successfully relocated families, individuals, businesses and nonprofit organizations. They recognize that the process of displacement can be very disturbing and they work hard to accommodate the needs of every displaced person. Through their sensitivity and care, the Relocation Consultant's staff has created a remarkable track record of successful Page 5 FAME Santa Monica Senior Apartments Relocation Plan 4. relocation. The Relocation Consultant's staff strives to improve the conditions of the displaced person wherever possible. Staff Functions The role of the Developer's Relocation Consultant is to: a. Interpret the City and Agency's programs for all site occupants and the general public,.so as to gain their understanding and support; and to answer questions about the Project and its effect upon site occupants; b. Coordinate with Agency and Developer to determine the re-housing needs and preferences of all site occupants through personal interviews, keep them informed of their rights and responsibilities .under the program, re-housing resources, special services and aid available to them; c. Enlist the cooperation of real estate agents, properly management firms, social agencies, civic. groups and others in locating suitable relocation accommodations for displacees; d. Locate; inspect, evaluate, or stimulate the development of housing facilities to meet the needs df all project residents; and refer and otherwise assist site occupants to secure the housing that they require; e. Secure priority consideration for persons eligible for and desiring affordable, available housing, ownership housing, subsidized and section 8 rental housing if necessary, and any other housing to which a displacee is entitled and otherwise expedite their placement; Assist prospective homebuyers in obtaining appropriate mortgage financing and advise them of special FHA, VA and other available mortgage finance assistance; g. Make referrals to community, social welfare and other appropriate agencies and work with these agencies on an individual basis to help in the solution of specific problems affecting the relocation of individuals or groups of relocates; Maintain liaison services among businesses, site occupants, commercial property brokers, realty boards, Chambers of Commerce, the Small Business Administration, lending institutions and other appropriate resources and provide assistance that results in their satisfactory relocation; Inform eligible persons of their eligibility for relocation payments and assistance as soon as feasible after the initiation of negotiations and of the procedures for obtaining such benefits and assistance; k. Determine the extent of the need of each eligible person; Page 6 FAME Santa Monica Senior Apartments Relocation Plan I. Provide current and continuing information on the availability and location of comparable residential and/or commercial properties. Including security deposits, closing costs, typical down payments, interest rates, and rental terms for residential property in the area; m. Assist displacees in preparing claims for relocation payments. Administer the program by providing costs of moving, storage, in lieu of moving expenses, direct property loss, residential moving expenses, replacement housing payments and reimbursements of other related expenses; n. Assist each eligible person displaced from his or her business or nonprofit organization in obtaining and becoming established in a suitable replacement location; o. Provide any services required to ensure that the relocation process does not result in different or separate treatment on account of race, color, religion, national origin, sex, marital status or other arbitrary circumstances; p. Provide eligible person information concerning disaster loan and other programs administered by the Small Business Administration, federal and state housing programs, and other federal and state programs offering assistance to displaced persons; q. Provide other advisory assistance to eligible persons in order to minimize their hardships. As needed, such assistance may include counseling and referrals with regard to housing, financing, employment training, health and welfare, and any other available assistance; r. Notify in writing, every person to be displaced at least 90 days in advance prior to requiring a person to move from a dwelling or to move a business. In the event that acquisition is taking place within the context of eminent domain, this notice may be in the form of an Order for Prejudgment Possession; s. Notify in writing to all eligible persons, that within a reasonable period of time prior to displacement there will be available comparable replacement housing, sufficient in number and kind to each individual need; t. Coordinate relocation and community organization activities with all other City and Agency operations; and u. Maintain relocation records and prepare reports as required by the City, Agency and in accordance with State and/or Federal requirements. Page 7 FAME Santa Monica Senior Apartments Relocation Plan V. CITIZEN PARTICIPATION This Plan was provided to the affected site occupants and was made available to the public for the mandatory thirty (30) day review period. The Developer actively encourages the involvement of potential displacees in fostering a high degree of participation in the proposed project area and in the hearing and planning stages of the relocation process. For this purpose, the Developer plans to: • Meet as frequently as needed with the site occupants, at times convenient for them to discuss the progress of the project, timetables for implementation, relocation rights and benefits, and other pertinent matters; • Prepare and distribute all information and materials in the language most easily understood by the site occupants; • Provide copies of the Relocation Plan to general public and relevant agencies for review. and comment; and • Include all comments to this Plan as an addendum prior to submission for approval. VI. RELOCATION STANDARDS It is the Developer's objective that all site residents be rehoused with minimum hardship to comparable replacement dwellings that satisfy the following requirements: • Decent, safe and sanitary and comparable but not lesser in the number of bedrooms or living space and in the quality of construction, unless the resident expresses a desire for lesser bedrooms; • In an area not subject to adverse environmental conditions; • Be at least comparable to but no less desirable than the acquired dwelling with respect to utilities, public and commercial facilities, schools services and employment; • Available to the displaced persons without regard to race, color, sex, religion or national origin; and • Within the financial means of the displaced person, including but not limited to comparable interest rates, propefij taxes and other recurring housing costs. The Relocation Consultant will make a good faith effort to relocate each displacee within the City of Santa Monica unless they choose to relocate elsewhere. Only housing which qualifies, as standard under provisions of the Local Housing Code will be used as a relocation resource. Page 8 FAME Santa Monica Senior Apartments Relocation Plan Only housing which qualifies, as standard under provision of the local housing code will be used as a relocation resource. The following standards apply in measuring the quality and suitability of the housing to be offered by the relocation consultant and/or staff to a site occupant, or that which aself-relocatee has selected on his own initiative. A. Physical Standards 1. The roof, the exterior walls, windows and doors-shall be weather proof and water tight, and in safe, sound condition and good repair. 2. The foundation, the interior walls and doors, and the ceilings and floors shall be in safe, sound condition and good repair. 3. Every stairway, exit door, fire escape and elevator shall be in safe, sound condition, in good repair and free from obstructions. 4. Except in the case of concrete floor slab construction, the clearance between the ground and the floor joints shall be not less than 18" and such under floor area shall be properly vented. 5. All portions of a lot about or under a building shall be adequately drained, and together with the building and parts thereof, shall be clean, free of rubbish and of health, fire and safety hazards. 6. Every building shall be connected to the public water supply and sewers or septic tank, and every plumbing fixture, water and waste pipe shall be installed in an approved manner, sanitary and in good working condition. 7. Every dwelling unit shall have adequate heating facilities which are installed in an approved manner, are safe and in good working condition. 8. Every dwelling unit shall be supplied with adequate electric wiring, convenience outlets and fixtures, and installed in an approved manner, which are safe and in good working condition. 9. Every dwelling unit shall contain electrically wired smoke detectors in every sleeping room and in each hallway, corridor or area adjacent to any such sleeping room. 10. Every sleeping room shall contain at least one window opening directly to the outside. 11.A cellar or unfinished attic shall not be used for living, sleeping, cooking or eating purposes. In any basement space used for living purposes, the walls and floors that are below ground level shall be waterproofed and damp proofed. 12. Every room used for living purposes shall have not less than an 8 ft. ceiling height and a window area of not Tess than 12 square feet or 1/8th of the superficial floor area, whichever is greater. Page 9 FAME Santa Monica Senior Apartments Relocation Plan 13. Every dwelling unit shall comply with the Residential Lead-Based Paint Hazard Reduction Act of 1992: 14. Evidence shall be provided that, where required by ordinance, valid certificates of occupancy and health permits have been obtained. 15. Every dwelling unit shall have a private lavatory and bathtub or shower, with hot and cold running water, and a suitable bathroom or compartment. Rooms including these fixtures. shall have adequate light and ventilation. 16. Every dwelling unit shall have a private kitchen containing a sink with hot and cold running water and adequate light and ventilation. Exception: The requirements of these items shall not apply to a Tight housekeeping room that conforms fully to all the requirements of City ordinances relating to such accommodations and, further, in which occupancy is limited to one person. B. Occupancy Standards An otherwise standard dwelling may not be considered as standard for a specific family, unless it provides adequate sleeping space for all the family members. Living rooms should not be considered for sleeping purposes, except in the case of an efficiency or studio apartment. In the evaluation of dwelling units considered for relocatees existing building codes or other suitable regulations will be used as occupancy standards. The following standards will be considered as a guide in determining sleeping space needs for a family, always bearing in mind that the age, sex and relationship of the individual family members, or health factors, may cause some variance. Number of Minimum Number Maximum Number Bedrooms of Occupants of Occupants 0 1 2 1 1 3 2 2 4 3 4 6 4 6 8 5 8 10 Experience has shown that in most cases households are under housed. In their relocation, they will be moved into housing adequate to the family size. In a few cases; however, households may currently be in units that are, in strict conformance with the standards, larger than they require. These households are entitled to choose either to be relocated into a unit of the same size that they moved from, or if they prefer, to relocate into a smaller unit which meets the household size requirement. Page 30 FAME Santa Monica Senior Apartments Relocation Plan C. Displacee Ability to Pay The Developer and the Relocation Consultant will give consideration to the particular financial situation of each family or household and will seek the displaced person's concurrence in the final determination of what he or she can afford to pay for housing. Every effort will be made to maintain the lowest possible ratio of housing cost to income, which at the same time provides the. displacee adequate housing. Staff will counsel displacees to relocate into housing which is affordable. As a general rule, displacees are usually able to pay gross monthly rentals based on the following criteria: ® A replacement dwelling is within the financial means of a displaced person if the monthly housing costs (including payment of mortgage, insurance and property taxes), or rental costs (including utilities and other reasonable recurring expenses) minus any replacement housing payment available to the displaced person does not exceed thirty-percent (30%) of the displaced person's average monthly income or such other ratio as established by law: An eligible person who rents a replacement dwelling is entitled to a payment not to exceed $5,250 for rental assistance. The payment shall be 42 times the amount obtained by subtracting the base monthly rental for the displacement dwelling from the lesser of: ® The monthly rent and estimated average monthly utilities for a comparable replacement dwelling; or ® The monthly rent and estimated average monthly cost of utilities for the decent, safe and sanitary replacement dwelling actually occupied by the displaced person. D. Base Monthly Rental for Displacement Dwelling The "base monthly rental" for the displacement dwelling is the lesser of: • The average monthly cost for rent and utilities at the displacement dwelling fora reasonable period prior to displacement, as determined by the Developer. For an owner-occupant, use the fair market rent for the displacement dwelling. For a tenant who paid little or no rent prior to displacement, use the fair market rent, unless its use would result in a hardship because of the person's income or other circumstances); or Thirty (30) percent of the displaced person's average monthly household income. This standard shall apply, unless covered by Federal Regulations. (If the person refuses to provide appropriate evidence of income or is a dependent, the base monthly rental shall be established solely on the displacement dwelling rental rate. A full-time student or resident of an institution may be assumed to be a dependent, unless the person demonstrates otherwise). Page 11 FAME Santa Monica Senior Apartments Relocation Plan Note: HUD has established 2010 income limits for the Los Angeles County area of the income categories that are typically used to determine income classifications. The table below shows income categories for residential households: E. Environmental Standards It is the Developer's policy to refer displaced families, individuals, businesses and nonprofit organizations to replacement dwellings and/or suitable replacement sites located in areas not subject to unknown adverse environmental conditions. Relocation housing sites shall not be generally less desirable than the location of the displaced site with respect to public utilities and services, schools, churches, recreation, transportation and other public and commercial facilities, and within reasonable proximity to the displacee's present place of employment. F. Temporary Housing Standards The Developer does not anticipate relocating displacees on a temporary basis. However, should temporary housing become necessary, the following standards would apply: • Housing not meeting the Developer's established standards for permanent relocation will not be used for emergency temporary housing; • In no event will the temporary housing offered by the Relocation Consultant be of a less desirable character than that from which the site resident is being moved, and such temporary housing shall be in a safe and habitable condition; • Temporary relocations made by the Developer will not diminish the Developer's obligation with respect to the displacee's permanent relocation. The necessary costs incurred in temporary moves made at the direction of the Developer will be paid in accordance with relocation regulations; and • If aself-relocatee moves into substandard housing and declines (without satisfactory reason) to accept standard housing to which he is referred, it will be considered that the Developer's responsibility to the relocatee has been discharged, but only after claimant has signed a statement of release to the Developer. Throughout the relocation process, personalized attention is afforded to all displacees, including those with special needs such as the elderly and the handicapped. In addition, the Relocation Consultant will offer transportation to assist in looking for replacement housing. Page 12 PAME Santa Monica Senior Apartments Relocation Plan VII. RESIDENTIAL RELOCATION NEEDS AND CHARACTERISTICS The proposed project will affect 2tenant-occupied units The sale of the property located at 1753 18th Street in the City of Santa Monica was not induced by FAME Senior Housing Apartments LP: At the time of negotiations. the property owner was advised of plans for developing the property to be acquired and the surrounding properties. A preliminary surveys and information provided by Developer was utilized to prepare this Plan. The following relocation replacement housing needs and characteristics have been established: There are 2 households that will be displaced as a consequence of the development. No elderly individual will be displaced. • 0 Households reported annual income of under $15,000; • 0 Households reported annual income of $15,001 to $20,000; • 0 Households reported annual income of $20,001 to $25,000; m 2 Households reported annual income of $25,001 and over This information is preliminary and subject to written verification as the process of relocation progresses; currently this information indicates that none of the households are low or very low income. All tenants have expressed a preference to remain in or within the project area or community. The Relocation Consultant will meet the relocation needs of each displaced person by relocating them into decent, safe and sanitary replacement housing that meets their replacement housing needs and is affordable. Throughout the relocation process, personalized attention will be afforded as necessary to all eligible tenant-occupants, including those of special needs such as elderly and handicapped. In addition, the relocation consultant will offer transportation to assist in looking for replacement housing and refer those in need to appropriate social agencies including such services as notarization and translation. VIII. OBTAINING RELOCATION HOUSING A. Private Housing Over the years, the Relocation Consultant has received excellent cooperation from property owners, property managers, realtors, multiple listing agencies, and others offering a variety of private standard housing for rent or for sale. Based on this relationship, there is an adequate supply of replacement housing for Page 13 FAME Santa Monica Senior Apartments Relocation Plan occupancy in carrying out the Developer's relocation program. This relationship has been continually strengthened through the years and is expected to continue. The Relocation Consultant will obtain, and maintain current listings of decent, safe and. sanitary replacement rental and sale properties that are appropriate for relocation and available on anon-discriminatory basis. Information on the size, rental or sale price, financing terms and location of available units will be given to displacees seeking referrals. B. Public Housing The Santa Monica Housing Authority may, based upon availability, grant eligible displacees priority in placement and has facilitated the application and referral procedures. Special income limits have been established by the Authority for admission of eligible displacees. Subsidized housing is a relocation housing resource. No displacee will be initially offered such housing unless they have moved from subsidized housing or have requested subsidized housing. C. Special Rehousing Problems Relocation Consultants interview the displacees to obtain information pertinent to special rehousing and social needs of the individual or family. Particular efforts will be made to anticipate and aggressively seek solutions for problems of individuals or groups of displacees that include the elderly, low-income, large families, racial minorities, physically disabled and unemployed. The Developer will work cooperatively with other groups and agencies, make appropriate referrals, and otherwise obtain for displacees the assistance essential for their successful re-housing. D. Section 8 Certificates and Housing Vouchers The Developer's Relocation Consultants will displacees to obtain a certificate or voucher for local Public Housing Agency (PHA) and to replacement dwelling whose owners are willing housing voucher program. IX. RELATIONSHIPS WITH SITE OCCUPANTS A. Informational Program encourage and assist eligible rental assistance provided by a offer referrals to comparable to participate in the certificate or The Relocation Consultants have and will continue to conduct individual informational meetings and expect to plan for more meetings as required and as necessary during the relocation process. Page 14 TAME Santa Monica Senior Apartments Relocation Plan B. The Relocation Consultant will continue to use personal interviews and personal contacts, general mailings, distribution of informational material .and individual meetings to provide information. All of these efforts will be continued throughout the project activity to ensure that each site occupant is fully informed as to the time schedules, relocation program, and opportunities for relocation housing, relocation services and other available services. Interviews with Site Occupants Within a reasonable time following the initiation of negotiations, all project displacees will be informed as to availability of relocation benefits and assistance and the eligibility requirements therefore, as well as the procedures for obtaining such benefits. The Developer has already informed project displacees of these rights and benefits through the Developer's informational program. As soon as feasible, following the Initiation of Negotiation to purchase the property, the Relocation Consultant will meet with all site occupants. The interviewer will discuss and explain the contents of the Informational Statement and Housing Standards that will be delivered to all occupants as well as other applicable materials. As evidence that the displacee has been properly notified, the displacee will be requested to sign a receipt for the Informational Statement which fully describes their rights under the relocation program, the services offered for relocation, the regulations and procedures for obtaining relocation payments, etc. The Relocation Consultant will also update any information obtained in prior interviews with the displacees, ascertain precise relocation needs and problems, from which the displacee will be assisted in formulating and carrying out their approach to relocation. This is the beginning of personalized relocation assistance and, as necessary, the displacee will be referred to appropriate agencies or resources for special services. Persons who occupy property after acquisition may be not eligible for assistance or benefits if they were informed prior to occupancy that the property was being acquired for a public use and occupancy is only available between acquisition of the property and its development. The Developer may consider occupants not so informed, eligible for assistance and benefits. C. Inspection of Relocation Housing All replacement housing offered to displacees will be internally and externally inspected by the Relocation Consultant in advance and only housing meeting the established standards will be considered as decent, safe and sanitary. If, upon inspection, the replacement housing occupied by a self-relocatee is found below standard or is not decent, safe and sanitary (e.g., does not meet the lead-base paint requirements), the displacee will be advised accordingly and Page 15 FAME Santa Monica Senior Apartments Relocation Plan offered decent, safe and sanitary housing. If the displacee refuses to accept further assistance, the obligation of the Developer to the displacee will be considered fulfilled. In such instances, the matter may be referred to the local building inspection department with the objective of bringing the housing into conformity with applicable code ordinances. A thorough internal and. external inspection of the replacement dwelling must be made and the dwelling must be deemed "decent, safe and sanitary" before the Developer will make a replacement housing payment or release a payment from escrow. If the displacee relocates to another community or outside of the City of Santa Monica, the relocation consultant, when possible, will contact the redevelopment agency of that city or its housing, building and safety department or local housing authority to arrange for officials of that community to perform the housing inspection. When this is not possible, the displacees shall be required to provide acceptable documentation to determine that the dwelling meets decent, safe and sanitary requirements. D. Housing Referral Services The referral procedure will be essentially one of personal contact, liaison, and assistance by staff and/or consultants. The Relocation Consultant will work closely with each displacee until they have been permanently rehoused, offering comparable housing that meets their replacement housing needs and encouraging. them to find replacement housing on their own initiative. The relocation consultant will maintain listings of private rental and sales housing that has previously been inspected and certified as meeting the Developer's relocation housing standards which are available on an open-occupancy basis that are not planned for clearance. Listings of vacancies will be provided to the displacee, arrangements will be made for the displacee to inspect the housing and, if necessary, they will be provided transportation and/or be accompanied on the inspection. The displacee will be provided further referrals if, for reasonable cause, he or she is unable to accept an offered unit. The same procedure will be followed when aself-relocatee is found occupying sub-standard housing. Displacees will be informed of the availability of VA and FHA acquired properties and of any Section 8 housing that meets their needs. Listings of properties will be available so that they may be freely examined. The Relocation Consultant will provide displaced residents with evidence of their eligibility for such housing, serve in a liaison capacity and otherwise assist displacees in securing such accommodations. Those displacees appearing eligible for and interested in public housing (including Section 8 housing programs) will be referred to the Housing Authority and otherwise assisted in expediting their applications and placement. If interested and determined eligible for other subsidized housing, displacees will Page i6 FAME Santa Monica Senior Apartments Relocation Plan be referred to the appropriate sponsor or owner of such housing and assisted in making the application. In addition, they will also be referred to comparable replacement housing whose owners are willing to accept and participate in the Section 8 program and assistance will be provided in making such application. E. Self-Relocatees Displacees finding their own housing will be urged to notify the relocation consultant in advance so that the selected housing may be inspected beforehand. However, should the displacee move without giving notice or leaving a forwarding address, every effort will be made to locate the displacee promptly to determine the quality of the relocation housing and to assure that the displacee understands the relocation assistance to which they are entitled. Efforts to find and trace displacees will be not abandoned until appropriate contacts have been attempted without success. F. Referrals to Social Service Agencies The relocation services offered by the relocation consultant will be supplemented by those qualified professionals who will be directly responsible, in cooperation with the Developer, its staff and other consultants and agents for seeking and achieving solutions to the social and economic problems that may interfere with the successful relocation to a specific displacee or groups of site occupants. The relocation consultant has worked closely with many agencies and organizations that operate in the communities to interpret and anticipate the needs of the project area occupants. The Relocation Consultant will continue to seek their assistance and cooperation during the relocation process. Following are some agencies that have provided assistance on an as-needed basis, and which are expected to continue to do so: Los Angeles County Department of Social Services California State Service Center Legal Aid Economic Youth Opportunities Agency NAACP Los Angeles Urban League Neighborhood Adult Participation Program Social Security Administration The Congress of Mexican American Unity Housing Opportunity Center America Friends Service Committee Welfare Planning Council Community Relations Conference of Southern California MALDEF ACLU Page 17 FAME Santa Monica Senior Apartments Relocation Plan The above list is not intended to be all-inclusive. As the Relocation Consultant completes the assessment of the displacee's replacement housing needs, other organizations will be contacted. G. Mortgage Financing Assistance For relocatees who qualify or potentially qualify, the relocation consultant will explain procedures, make referrals, and give full assistance to prospective home purchasers in obtaining mortgage financing under the most favorable terms, with particular emphasis on the VA and FHA mortgage insurance programs, Certificates of Eligibility under the National Housing Act will be furnished to qualifying home buyers; as well as to prospective tenants of subsidized housing and section 8 rental assistance housing programs. H. Compliance with Civil Rights Act of 1968 The Yelocation consultant will take positive action to assure displacees are given every opportunity to obtain the housing of their choice throughout the City of Santa Monica where housing of their choice is available, in accordance with Title VII of the Civil Rights Act of 1968. In an effort to assure that displacees are receiving equal treatment in their choice of housing regardless of race, color, sex, religion, national origin, or ancestry, the Developer shall: Make full use of HUD, FHA and VA acquired properties, multiple listing services, and real estate management and brokerage services; and Cooperate fully with human relation organization, social, civil, religious and other groups involved in facilitating freedom of choice of housing. X. REPLACEMENT OF RESIDENTIAL HOUSING RESOURCES The Developer has an .obligation to provide housing to replace the units that will be removed from the market place. -More details on replacement housing are available in the Replacement Housing Plan for FAME Santa Monica Senior Apartments. XI. ANALYSIS OF RELOCATION REPLACEMENT RESOURCES The relocation consultant made preliminary investigations to determine the general adequacy of available residential locations that will be called upon during the relocation of eligible persons from the project site. Since the relocation will occur over a period of months, the particular vacancy listed below may not exist a# the time of relocation. Thus, the information below is not meant to serve as a definitive assertion of availability, but rather as an indicator of a general trend. Page 18 FAME Santa Monica Senior Apartments Relocation Plan Residential Rentals (Apartment, Condo, Houses, Duplex, Triplex, Loft) Bedroom Size Units Available Price Ran e 1 bedroom 141 $825 _ $1,100 2bedroom 284. $1,150-$2,000 3 bedroom 99 $1,495 - $2,500 At the time of displacement, the relocation consultant will again engage in an exhaustive effort to find as many referrals as needed to properly relocate eligible persons. XII. RELOCATION ADVISORY SERVICES The relocation advisory assistance to be provided by the reldcation consultant include those measures, facilities and/or services which are necessary and/or appropriate to do all of the following: ® Determine and make timely recommendations on the needs and preferences, if any, of displaced tenants for relocation assistance; ® Provide current and continuing information. on the availability, sales prices, and rentals of suitable replacement locations; ® Supply information concerning other federal and state programs that may be of assistance to those eligible persons in applying for assistance under said programs; ® Provide other advisory services to eligible persons in order to minimize hardships to those persons; • Assist each eligible person to complete applications for payments and benefits; ® Provide any services required to insure that the relocation process does not result in different or separate treatment on account of race, color, religion, ancestry, national origin, sex, sexual orientation, marital status or other arbitrary circumstances. Such relocation process shall satisfy the requirements of Title VI of the Civil Rights Act of 1964, Title VIII of the Civil Rights Act of 1968, the Unruh Civil Rights Act and the California Fair Housing Law; and ® Inform all eligible persons who will be displaced about the eviction policies to be pursued in carrying out the project. A. Notice Relocation Claim Denial If the Developer disapproves all or part of a payment claimed, or refuses to consider the claim on its merits because of untimely filing or their grounds, it shall Page 19 FAME Santa Monica Senior Apartments Relocation Plan promptly notify the claimant in writing of its determination, the basis for its determination, and the procedures for appealing that determination. B. Notices General Information Notice As soon as feasible, each eligible person will be issued an appropriate notice, as follows: • Explain that a project has been proposed and caution the person not to relocate before the project is approved or the person receives a Notice of Eligibility For Relocation Assistance; • Generally describe the relocation payments for which the person may be eligible, the basic conditions of eligibility, and the procedures for obtaining the payments; • Inform the person that he or she will be given reasonable relocation advisory services, including referrals to replacement properties, help in filing payment claims, and other necessary assistance to help the person relocate successfully; • Inform the person that he or she will not be required to move without at least 90 days' advance written notice; and • Describe the person's right to appeal the Developer's determination as to the person's eligibility for relocation assistance or the amount of such assistance. C. Informational Booklets An informational booklet describes available relocation assistance and payments. D. Notice of Displacement and Eligibility for Relocation Assistance Each eligible person occupying the displacement property shall be issued: • Inform the person of their eligibility for the relocation assistance promptly within 60 days after the "initiation of negotiations" (ION); and • Describe the assistance, the estimated amount of assistance, and the procedure for obtaining the assistance. E. Ninety-Day Notice Page 20 FAME Santa Monica Senior Apartments Relocation Plan No lawful, eligible persons to be displaced shall be required to move unless he or she has received at least 90 days' advance written notice of the earliest date by which he or she may be required to move; The 90-day Notice shall not be given before the person is issued a Notice of Displacement and Eligibility for Relocation Assistance; and ® The 90-day Notice shall either (a) state the specific date by which the property must be vacated or (b) specify the earliest date by which the displacee may be required to move and indicate that the displacee will receive a vacate notice indicating, at least 90 days in advance, the specific date by which he or she must. move. F. Urgent Need In unusual circumstances, a displacee may be required to vacate the property on less than 90 days' advance written notice if the Developer determines that a 90- day notice is impracticable, such as when the person's continued occupancy of the property would constitute a substantial danger to health or safety. A copy of the Developer's determination shall be included in the applicable case file. G. Vacate Notice At the initial interview, all eligible persons will be advised as to tentative vacate schedules so that they may plan ahead and have sufficient time to obtain relocation accommodations. Every effort will be made to secure the eligible person's cooperation to continue payment of rent to the Developer and relocate. When a specific vacate date is determined, the Developer will give at least a sixty (60) day Notice to Vacate prior to the desired vacate date, as required by law. Each notice shall be personally served or sent by certified or registered first-class mail, return receipt. Each .notice shall be written in plain, understandable language. Persons who are unable to read and understand the notice (e.g., illiterate, foreign language, or impaired vision or other disability) must be provided with appropriate translation/communication (e.g., sign language interpreter or reader) and counseling. Each notice shall indicate the name and telephone number (including the telecommunication device for the deaf (TDD number, if applicable) of a person who may be contacted for answers to questions or other needed help. H. Eviction Policy The Developer will undertake eviction proceedings only under the following circumstances: ® Failure to pay rent; Page 21 FAME Santa Monica Senior Apartments Relocation Plan ® Maintenance of a nuisance or use of the premises for illegal purposes; • A material breach of the rental agreement; • Refusal to consider, without adequate reason, accommodations meeting relocation standards; and • Situations permitting eviction under State or local law. If eviction proceedings are necessary, every effort will be made to provide relocation services prior to eviction. In some cases an eviction action may render a person ineligible for relocation. services or payments. I. Project Site Office A temporary relocation site office may be established on-site where relocation consultants may work closely with all displacees iri carrying out the relocation program. Relocation consultant working hours may be .arranged to provide services conveniently available to all eligible persons of the project. J. Coordination of Activities At such time as the Developer may initiate negotiations to purchase property occupied by an eligible person, the Developer's staff may also commence relocation activities. Among the coordinated activities are the following: • Personal on-site interviews will be conducted where the Relocation Consultant will provide each potential eligible person with an Informational Statement detailing benefits and eligibility; • After an analysis df replacement housing needs, appropriate referrals will be made; • Claims for relocation payments will be prepared by the Relocation Consultant for the claimant's signature. Signed claims will then be delivered to the Developer for approval and processing; • Relocation benefit checks will be hand-delivered to the claimant/recipients; • If the displacement involves a residential displacee, any new housing chosen by the claimant will be inspected by the Relocation Consultant for occupancy and health and safety minimum standards. Any such claimant will be informed in writing of the inspection results; and • The Relocation Consultant will also contact and work with appropriate governmental and social service agencies to provide applicable assistance, including, for example, small business loans and housing subsidies. Page 22 FAME Santa Monica Senior Apartments Relocation Plan XIII. RELOCATION PAYMENTS AND DISBURSEMENT A. Residential Relocation Benefits Relocation payments, as provided by the State Guidelines and the will be paid to eligible residential persons displaced by the FAME Santa Monica Senior Apartments Project. An Informational Booklet will be provided to displacees. The Informational Booklet will advise the site occupant of the eligibility requirements for relocation payments and generally instruct displacees on procedures for filing claims. 1. Payment for Moving and Related Expenses a. Fixed Moving and Dislocation Payment is available up to $2,150 to any eligible person who qualifies as a displaced person. This is an expense and dislocation allowance as an alternative to a payment for actual moving and related expenses. This allowance shall be determined according to the applicable schedule approved by the Federal Highway Administration. Multiple occupants living together and displaced from a single dwelling shall be regarded as one household for the purposes of calculating these payments; or b. Actual Reasonable Moving Expenses Payment is available to any eligible person who qualifies as a displaced person. This person is entitled to payment of actual moving and related expenses, as the Developer determines to be reasonable and necessary, including transportation cost (limited to a 50 mile radius), storage cost for moving the displacee and/or personal property. 2. Replacement Housing Payment -Rental/Downpayment Assistance Replacement Housing Payment is available to any displacee who qualifies as a displaced person and has actually and lawfully occupied the displacement dwelling for at least 90 days prior to the initiation of negotiations; and has rented, or purchased, and occupied a decent, safe, and sanitary replacement dwelling within 1 year (unless the Developer extends this period for good cause). This person is entitled to a payment not to exceed $5,250 for rental. assistance or downpayment assistance payment in the amount the eligible person would receive if the person rented a comparable replacement dwelling. 3. Replacement Housing Payment for A Person Who Is Not A 90-Day Tenant ® The household has owned and occupied their unit for not less than 90 days prior to the "initiation of negotiations." ® The household purchases and occupies a replacement unit. within one year from: (i) the date that the household receives the final payment from the. displacing entity for all the costs of the acquired unit; or (ii) the date that the household vacates the acquired unit; whichever is later. Page 23 FAME Santa Monica Senior Apartments Relocation Plan A person who is displaced from a dwelling that they did not occupy for at least 90 days or 180 days before .the initiation of negotiations is not entitled to a replacement housing payment. However,. to comply with of the relocation guidelines, the Developer will provide the assistance necessary to enable such person to relocate to comparable rental housing within their financial means. Any displaced person who fails to meet the length of occupancy requirements may qualify for assistance under this category. 4. Last Resort Housing Payment If at the time of displacement there is a lack of comparable replacement housing, there may be a need to provide Last Resort Housing Payments. Last Resort Housing payments are authorized by statute if affordable "comparable replacement housing" cannot be found for the displaced tenant household (i.e., housing not more than 30% of the household's average monthly income.) In this case, payments may be made beyond the $5,250 statutory cap up to 42 months worth of rental assistance. The supplemental increment beyond $5,250 may be paid in installments or in a lump sum at the discretion of the Developer. There are sufficient replacements housing resources to re-house the displaced households according to the housing survey conducted. However, whenever comparable replacement dwellings are not available within the monetary limits for displaced owner- occupants and tenants, the Developer will provide additional alternative assistance under in accordance with the applicable relocation regulations. • Cash Assistance to Exceed Statutory Payment Caps Relocation guidelines require that comparable replacement housing within a person's financial means be made available before that person may be displaced. Whenever the payment ceiling under Replacement Housing Payment for Homeowners ($22,500) and Replacement Housing Payments for Tenants ($5,250) is insufficient to provide comparable replacement housing, additional or alternative assistance must be provided. Generally, this is accomplished by providing additional cash assistance that exceeds the above ceiling limits. • Other Last Resort Housing Measures Relocation guidelines also authorizes the Developer to use project funds to undertake special measures, such as the construction, rehabilitation, or relocation of housing; the purchase of land and/or housing and later sale or lease to, or exchange with, the person; the provision of a direct loan; and the removal of barriers for persons with disabilities. • Option of Displaced Person The displaced person may enter into an agreement with the Developer to accept a decent, safe and sanitary replacement dwelling to be provided as a last resort housing measure. Absent such agreement, the Developer shall not require the displaced person to accept a dwelling provided by the Developer under the last resort housing .Page 24 FAME Santa Monica Senior Apartments Relocation Plan provisions as an alternative to an acquisition payment or any relocation payment for which the person may otherwise be eligible. Prorating of Payments For the purpose of calculating moving expenses or replacement housing payment where, two or more occupants living together (whether they are members of one family or not) and displaced from a single dwelling shall be regarded as one displaced person. If two or more such occupants submit more than one claim, an eligible claimant for payment may be paid only his reasonable prorate share (as determined by the Developer) of the total payment applicable to a single displaced person. The total of the payments made to all such claimants moving from the dwelling unit shall not exceed the total payment allowable to a displaced person. Documentation of Residential Claims A residential relocation claim for payment must be supported by such documentation as may be reasonably required to support expenses incurred or other evidence of such expense. The relocation consultant will provide an eligible person reasonable assistance necessary to complete and file any required claim for payment. Such documentation as may be reasonably required to support expenses incurred or other evidence of such expenses must support a relocation claim. An eligible person may be provided reasonable assistance necessary to complete and file any required claim for payment. These include: ® Moving expenses incurred such as an itemized receipted bill or other evidence of such cost incurred. Verification of the eligible person's occupancy, rent and utility cost at the displacement dwelling 90 days prior. to the initiation of negotiations or such date of eligibility the Developer determines as appropriate. ® Verification of the household's total monthly income. ® Verification of housing costs for the replacements dwelling including rent and utility receipts or other evidence of such costs incurred. Filing Claim for Relocation Payments In order to obtain a relocation payment, a displaced person will be required to submit a claim form and supported documentation. By prearrangement between the Developer, the eligible person and the mover/contractor, with such arrangements confirmed in writing by the relocation coordinator, the Developer may pay the mover/contractor directly. Claims and supporting documentation for relocation benefits must be filed with the Developer within eighteen (18) months from the date the tenant vacates the displacement property. Page 25 FAME Santa Monica Senior Apartments Relocation Plan Advance Payments At times, there may be -a need for advance relocation payments in the event of a hardship. Most often, such payments are needed to assist the displaced person in securing a replacement .location or other related commitments. The Relocation Consultant will expedite consideration of such requests. All relocation benefit payments will be made expeditiously. An eligible person may be paid a portion of their determined eligible moving expenses in advance of their actual date to vacate the premises. The Developer will provide an advance payment whenever later payment would result in financial hardship. Relocation Payments Not Considered As Income California Government Code Section 7269 provides; (a) No payment received by any person under this chapter or as tenant relocation assistance required by any state statute or local ordinance shall be considered as income for the purposes of the Personal Income Tax Law, Part 10 (commencing with Section 17001) of Division 2 of the Revenue and Taxation Code, or the Bank and Corporation Tax Law, Part 11 (commencing with Section 23001) of Division 2 of the Revenue and Taxation Code; (b) No payment received by any person under this chapter shall be considered as income or resources to any recipient of public assistance and such payments shall not be deducted from the amount of aid to which the recipient would otherwise be entitled under any other provisions df law. For additional information on State or local income taxes, you should check with the State or local income tax office in your area or with your personal tax advisor. Termination of Relocation Assistance The Developer's relocation obligations will terminate under the following circumstances: ® The displaced business concern has received all assistance and payments to which it is entitled and has been successfully relocated or has ceased operations; A person displaced from his business refuses reasonable offers of assistance and payments; ® All reasonable efforts to trace a person have failed. To ensure that the action of a public entity does not reduce the housing supply in critical categories or locations, unsuccessful efforts to trace a particular displaced person shall not lessen the obligation to provide last resort housing; and ® A person displaced from his dwelling refuses reasonable offers of assistance, payments and comparable replacement housing. Page 26 TAME Santa Monica Senior Apartments Relocation Plan XIV. GRIEVAi~CE PROCEDURES The Developer has adopted grievance procedures to implement the provisions of the State Guidelines. The purpose of the grievance procedures is to provide Agency requirements for processing appeals from Agency determinations as to the eligibility for, and the amount of a relocation payment. It is also for processing appeals from persons aggrieved by the Developer's failure to refer them to comparable permanent or adequate temporary replacement housing. Potential displacees will be informed by the Developer of their right to appeal regarding relocation payment claims or other decisions made affecting their relocation. Any eligible person may request someone other than the person who made. the determination in question review his or her claim. The Developer may refer appeals to an established Relocation Appeals Board to review cases requiring further adjudication. Page 27 EXHIBIT A Projeet Area flap +p; t/~T/rg s3 ry ~S r~ ;l FAME Senior Apartments Relocation Plan Del Richartlson & Associates Inc. EXHIBIT B REQUIRED NOTICES GENERAL INFORMATION NOTICE RESIDENTIAL TENANT TO BE DBSPLACED Dear The FAME Santa Monica Senior Apartments, LP is interested in acquiring the property you currently occupy at for the proposed FAME Santa Monica SeniorApariments Project that will receive funding assistance in the development of an affordable housing project. The purpose of this Notice is to inform you that you may be displaced as a result of the proposed project. This Notice also serves to inform you of your potential rights as a displaced person in accordance with the California Relocation Act (CRAG) and the Relocation Assistance and Real Property Acquisition Guidelines. You may be eligible for relocation assistance and payments under the "Guidelines" if the proposed project receives fuhding and if you are displaced as a result of acquisition for the project. ® This is not a notice to vacate the premises. ® This is not a notice of relocation eligibility....... If you are determined to be eligible for relocation assistance in the future, you may be eligible for. 1. Relocation advisory services including help to you find another place to live; 2. At least 90 days advance written notice of the date you will be required to move; 3. Payment for your moving expenses; and 4. Replacement housing payments to enable you to rent or purchase a comparable replacement home. You wilt also have the right to appeal FAME Santa Monica Senior Apartments, tP's determination, if you feel that your application for assistance was not properly considered. The enclosed informational brochure, "Relocation Assistance To Tenants Displaced From Their Homes" provides an explanation of this assistance and other helpful information. Please be advised that. you should continue to pay your rent and meet any other obligations as specified in your lease agreement. Failure to do so may be cause for eviction. If you choose to move or if you are evicted prior to receiving a formal notice of relocation eligibility you will not be eligible to receive relocation assistance. It is important for you to contact us before making any moving plans. FAME Santa Monica Senior Apartments P.elocation Plan Del Richardson & Associates, Inc EXHIBIT B REQUIRED NOTICES Page 2 Again this is not a notice to vacate the premises and does not establish your eligibility for relocation payments or assistance at this tame. If you are determined to be displaced and are required to vacate the premises in the future, you will be informed in writing. In the event the proposed project does not proceed or if you are determined not to be displaced, you will also be notified in writing. !f you have any questions about this notice or the proposed project, please contact our Relocation Consultant, located at and the telephone number is Sincerely, FAME Santa Monica Senior Apartments LP Enclosure ACKNOWLEDGEMENT RECEIPT: Received By:_ Date: FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, Inc EXHIBIT B REQUIRED NOTICES NOTICE OF DISPLACEMENT AND ELIGIBILITY FOR RELOCATION ASSISTANCE -RESIDENTIAL TENANT Dear On the FAME Santa Monica Senior Apartments, LP notified you of proposed plans to acquire the property you currently own and occupy at for the proposed FAME Santa Monica Senior Apartments Project that could receive funding assistance.' On ,the project was approved and will receive funding. It has been determined that you will be displaced 6y the. project. Since you are tieing displaced in connection with this project, you will be eligible for relocation assistance and payments with the California Relocation Act (CRAL) and the Relocation Assistance and Real Property Acquisition 6uideJines. The effective date of this Notice is > 'You are now eligible for relocation assistance, including: Counseling and Other Advisory Services Payment for Moving Expenses. You may, choose: '{1) a payment for your actual reasonable moving and related expenses, or (2) a fixed moving payment in the amount of $ based on a Fixed Residential Moving Cost Schedule. Replacement Housing Payment. You-.may be eligible for a replacement housing payment to rent or buy a replacement home. The payment is based on several factors, including the cost of a "comparable`replacement home," the monthly rent and average cost of utility services for your present home,. and 30 percent of your average gross household income. listed below are three "comparable replacement homes" that you may wish to consider Rent and Address Utility Costs Name and Phone No. of Person to Contact 2. 2. 3, FAME Santa Monica Senior Apartments Relocation Plan del Richardson & Associates, Inc EXHIBIT B REQUIRE® IVOTICE3 Page 2 We would be pleased to provide you with transportation to inspect these dwelling units. We believe that the unit at (address) is the most representative of your present home. The rent and the estimated average cost of utility services for that unit is Based on the information you have provided about your income, you may be eligible for a rental assistance payment up to $ (42 x $ }. This is the maximum amount that you would be eligible to receive. It would be paid in installments or lump sum. If you rent a decent, safe and sanitary home where the monthly rent and average estimated utility costs are less than $ ,your rental assistance payment would be .based on the actual cost of such unit. Contact us immediately if you do not agree that these units'are comparable to your home. We will explain the basis for our selecting these units. And, if necessary, we will find other units. We will not base your payment on any unit that is nota `'comparable replacement home." Should you choose to buy (rather than rent) a decent, safe and sanitary replacement home, you would be eligible for a down payment of $ :'tetusknow if you would prefer to buy a replacement home, and we will help you find such housing.. 1 am enclosing a brochure entitled, "Relocation Assistance to Tenants Displaced From Their Homes." Please read the brochure carefully. it explains your rights and some things you must do to obtain a payment. For example, #o obtain a replacement housing payment you must move to a decent, safe and sanitary fiome within one year after you vacate your present home. Therefore, do not commit yourself to rent or huy a unit until we inspect it. I want to make it clear that you are eligible for assistance to help you relocate. In addition to relocation payments and housing referrals, counseling and other services are available to you: Our relocation consultant will soon contact you to determine your needs and preferences. They will explain your rights and help you obtain the relocation payments and other assistance far which you are eligible. If you have any questions, please contact at and the telephone number is FAME Santa Monica Senlor Apartments Relocation Plan Del Richardson & Associates, Inc EXHIBIT 8 REQUIRED NOTICES Page 3 Remember; do not move before we have a chance to discuss your eligibility for assistance. This letter is important to you and should be retained. Sincerely, FAME Santa Monica Senior Apartments, tP Enclosure RECEIPT ACKNOWLEDGEMENT: Received By: Date: FAiViE Santa Monica Senior Apartments Relocation Plan - Del Richardson&ASSnciates, In< EXHI69T B REQUIRED NOTICES NINETY-DAY (90) NOTICE TO VACATE Dear You are presently occupying certain premises owned by FAME Santa .Monica Senior Apartments, LP located at It is necessary for us to ask you to move. However, in accordance with applicable relocation regulations and FAME Santa Monica Senior Apartments, LP's relocation policy, yoia shall 6e given at least ninety (90) days advance written notice from receipt of this Notice, or until before you shall be required to move. However, please be advised that you will not be required to move unless you have been given at least three (3} referrals to comparable housing. If you find another suitable replacement dwelling, you may move before the end of the ninety- day (90} period. Remember to notify your. relocation consultant before you move or sign a rental agreement so that it may be internally and externally inspected by the. relocation consultant and qualify your replacement dwelling; a{so if you would like additional advisory assistance, or to find out if you will be entitled. to receive any relocation payments. Your relocation agent and I know that it maybe a hardship for you to move. Therefore, we will do all we can to make it as easyas possiblef'By planning and working together, we can achieve a common goal, a decent, safe and sanitary dwelling for you and your family. In the meantime; if you have any questions or require assistance, please contact our Relocation Agent who may be reached: at and the telephone number is Sincerely, FAME Santa Monica SeniorAportments, LP RECEIPT ACKNOWLEDGEMENT: Received By: Date: FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, Inc EXIiIBIT B RECZUIRED NOTBCES SIXTY-DAY (60) NOTICE TO TERMINATE TENANCY TO: You are presently occupying certain premises owned by FAME Santa Monica Senior Apartments, LP pursuant to a written Rental Agreement and said premises having the fdtlowing address: This is to notify you that your tenancy from month.-to-month of the said premises will be terminated as of You are hereby required to vacate and deliver up possession of said premises to FAME Santa Monica Senior Apartments, LP on or before .Failure to vacate and deliver up possession of said premises to FAME Santa Monica Senior Apartments, LP on or before will result in the commencement of legal proceedings to evict you and to recover damages. Rent payable in advance pursuant td`said Rerital Agreement shall be due and payable up to and including This Notice is intended as a Sixty-day (6D) Notice terminating said tenancy. Dated this- day of , 2009. Sincerely, FAME Santa Monica Senior Apartments, LP RECEIPT ACKNOWLEDGEMENT: Received By: Date: FAME Santa Monica Senior Apartments Relocation Plan Oel Richardson & Associates, Inc EXHIBIT C GRIEVANCE PROCEDURES A. Right of Review Any person who believes himself aggrieved by a determination as to eligibility, the amount of payment, the failure of FAME Santa Monica Senior Apartments, LP to provide comparable permanent or adequate temporary replacement housing or FAME Santa Monica Senior Apartments, LP's property management practices may, at his election, have his claim reviewed and reconsidered by the Executive Director of FAME Santa Monica Senior Apartments, LP or an authorized designee. B. Notification of Decision If FAME Santa Monica Senior Apartments, LP denies or refuses to consider a claim, FAME Santa Monica Senior Apartments, LP's notification to the claimant of its determination shall inform the claimant of its reasons and the applicable procedures for obtaining review of the decision. If necessary to provide the information in the language most easily understood by the recipient, such notification shall be printed in a language other than English. C. stages of Review Request for Further Written Information A complainant may request FAME Santa Monica Senior Apartments, LP to provide him with a full written explanation of its determination and the basis therefor, if he feels that the explanation accompanying the .payment of the claim or notice of FAME Santa Monica Senior Apartients, LP's determination was incorrect or inadequate. FAME Santa Monica Senior Apartments, LP shall provide such an explanation to the complainant within three weeks after its receipt of his request. 2. Informal Oral Presentation A complainant may request an informal oral presentation before seeking formal and reconsideration. The right to formal review and reconsideration shall not be conditioned upon requesting an informal oral presentation. The complainant must file a written request for an informal oral presentation within the period. Within fifteen days of the request FAME Santa Monica Senior Apartments, LP shall afford the complainant the opportunity to make such presentation. The complainant may be represented by an attorney or other person of his choosing. This oral presentation shall enable the complainant to discuss the claim with the Executive Director of FAME Santa Monica Senior Apartments, LP or a designee (other than the person who made the initial determination) having FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, [nc. EXHIBIT C GRIEVANCE PROCEDURES authority to revise the initial determination on the claim. FAME Santa Monica Senior Apartments, LP shall make a summary of the matters discussed in the oral presentation to be included as part of its file. 3. Formal Review and Reconsideration a. Request for Review At any time within the period, a complainant may file a written request for formal review and reconsideration by the Relocation Appeals Board. The complainant may include in the request for review any statement of fact within the complainant's knowledge or belief or other material which may have a bearing on the appeal. If the complainant requests more time to gather and prepare additional material for consideration or review and demonstrates a reasonable basis therefor, the complainant may be granted additional time. The Relocation Appeals Board shall consider every aggrieved person's complaint regardless of form, and shall, if necessary, provide assistance in preparing the written request for review. b. Notice off Procedures When a complainant seeks formal review, the Relocation Appeals Board shall inform him that he has the right to be represented by an attorney, to present his case by oral or documentary evidence, to submit rebuttal evidence, to conduct such cross-examination as may be required for a full and true disclosure of facts, and to seek judicial review once he has exhausted administrative appeal. c. Review by Relocation Appeals Board The Relocation Appeals Board shall promptly hear all complaints brought by residents of the various project areas relating to relocation and shall determine if FAME Santa Monica Senior Apartments, LP has complied with the provisions of these Rules and Regulations, the .California Community Redevelopment Law, the Act, the Guidelines and, where applicable, federal regulations. The Relocation Appeals Board shall, after a public hearing, transmit its findings and recommendations to the governing board of FAME Santa Monica Senior Apartments, LP which shall determine if a modification of FAME Santa Monica Senior Apartments, LP's initial determination is necessary. The findings and recommendations by the Relocation Appeals Board shall include: FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, [qc. EXHIBIT C GRIEVANCE PROCEDURES (1) A determination whether FAME Santa Monica Senior Apartments, LP has complied with State law and, where applicable, federal law pertaining to the relocation; (2) Its recommendations, including any recommendations for modifying FAME Santa Monica Senior Apartments, LP`s initial determination (3) The factual and legal basis upon which the findings and recommendations. rest, including any pertinent explanation or rationale; (4) A statement to the complainant that the fmdings and recommendations will be transmitted to the governing board of FAME Santa. Monica Senior Apartments, LP for final administrative decision with respect to the claim. The findings and recommendations shall be in writing and copies shall be provided to the complainant and transmitted to the governing board of FAME Santa Monica Senior Apartments, LP. The Relocation Appeals Board shall issue findings and recommendations as soon as possible, but no later than three weeks after receipt of the last material submitted for consideration by the complainant or the date of its administrative hearing, whichever is later. In the case of complaints recommended for dismissal for untimeliness or for any other reason not based on the merits of the claim, the time limit for issuing the findings and recommendations shall be no later than seven (7) days after receipt. of the last material submitted for consideration by the complainant or the date of the administrative hearing, whichever is later. d. Scope of Review The Relocation Appeals Board shall review and consider the complainant's case in light of (1) All material upon which FAME Santa Monica Senior Apartments, LP based its original determination, including all applicable rules and regulations, except that no evidence shall be relied upon where a complainant has been improperly denied an opportunity to controvert the evidence or cross-examine the witness; (2) The reasons given by the complainant for requesting review and reconsideration of the claim; (3) Any additional written or relevant documentary material submitted by the complainant; FAME Santa Monica Senior Apartments Relocation Plan DeI Richardson & Associates, inc. EXffiBIT C GRIEVANCE PROCEDURES (4) Any further information which FAME Santa Monica Senior Apartments, LP in its discretion, obtains by request, investigation, or research, to ensure fair and full review of the claim. e. Final Determination by FAME Santa Monica Senior Apartments, LP Board After receipt of the written findings and recommendations of the Relocation Appeals Board, the governing board of FAME Santa Monica Senior Apartments, LP shall review and reconsider. the initial determination of FAME Santa Monica Senior Apartments, LP on the claim. The governing board of FAME Santa Monica Senior Apartments, LP may, but is not required to, conduct an administrative hearing de novo with respect to the claim, as it deems necessary. The complainant shall be given at least five (5) days written notice prior to the matter being heard. The governing board of FAME Santa Monica Senior Apartments, LP shall base its final decision upon the written findings and recommendations of the Relocation Appeals Board, the administrative record compiled in connection with the proceedings of the .Relocation Appeals Board and upon the record of the administrative hearing, if any, held by the governing board of FAME Santa Monica Senior Apartments, LP. The final determination on review by the governing board of FAME Santa Monica Senior Apartments, LP shall include, but is not limited to: (1) The governing board's decision on review of the complaint; (2} The factual and legal basis upon which the decision rests, including any pertinent explanation or rationale; (3) A statement to the complainant that administrative remedies have been exhausted and that judicial review maybe sought. The final determination of the governing board of FAME Santa Monica Senior Apartments, LP shall be in writing and a copy thereof shall be provided to the complainant. The governing board of FAME Santa Monica Senior Apartments, LP shall issue its determination as soon as possible, but no later than three (3) weeks after its receipt of the written findings and recommendations of the Relocation Appeals Board or the date of the governing board's administrative hearing, if any. In the case of complaints dismissed for untimeliness or for any reason not based on the merits of the claim, the FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, Inc. EXHIBIT C GRIEVANCE PROCEDURES time limit for issuing such determination shall be no later than seven (7) days after its receipt of the written findings and recommendations of the Relocation Appeals Board or the date of the governing board's administrative hearing, if any. D. Time Limit for Requesting Review Any request for review shall be filed in writing with FAME Santa Monica Senior Apartments, LP within eighteen months following the date he moves from the property or the date he receives final compensation for the property, whichever is later. FAME Santa Monica Senior Apartments, LP may extend this time limit for good cause. Whenever FAME Santa Monica Senior Apartments, LP rejects a request by a claimant for a waiver or extension of the time limits, the claimant may file a written request for review of this decision, except that such written request for review must be filed within 90 days of the claimant's receipt of FAME Santa Monica Senior Apartments, LP's determination not to grant a waiver or extension. E. Stay of Displacement Pending Final Determination If a complainant seeks to prevent displacement, FAME Santa Monica Senior Apartments, LP shall not require the complainant to move until at least 20 days after FAME Santa Monica Senior Apartments, LP has made its final determination and the complainant has had an opportunity to seek judicial review. In all cases FAME Santa Monica Senior Apartments, LP shall notify the complainant in writing at least 20 days prior to the proposed new date of displacement. Any request for review seeking to prevent displacement must be brought within 30 days after service by FAME Santa Monica Senior Apartments, LP of the 90-day notice. Such 90-day notice must include notice of this time limit for seeking review. F. Joint Complainants Where more than one person is aggrieved by the failure of FAME Santa Monica Senior Apartments, LP to refer them to comparable replacement dwellings or adequate temporary replacement housing the complainants may join in filing a single written request for review. A determination shall be made as herein provided for each of the complainants. G. Right to Counsel Any aggrieved party has a right to representation by legal or other counsel at his expense at any and all stages of the proceedings. H. Review of Files by Claimant Except to the extent that confidentiality of material is protected by law or its disclosure is prohibited by law, FAME Santa Monica Senior Apartments, LP shall permit the claimant to inspect all files and records bearing upon his claim or the prosecution of the claimant's FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, [nc EXHIBIT C GRIEVANCE PROCEDURES grievance. FAME Santa Monica Senior Apartments, LP may impose reasonable conditions on such right to inspect. If a claimant is improperly denied access to any relevant material bearing on the claim, such material may not be relied upon in reviewing the initial determination. Recommendations by Third Party Upon agreement between the claimant and FAME Santa Monica Senior Apartments, LP, a mutually acceptable third party or parties may review the claim and make advisory recommendations thereon to FAME Santa Monica Senior Apartments, LP for its final determination. In reviewing the claim and making recommendations to FAME Santa Monica Senior Apartments, LP, the third party or parties shall be guided by the provisions of these Rules and Regulations. Effect of Determination on Other Persons The principles established in all determinations by FAME Santa Monica Senior Apartments, LP shall be considered as precedent for all eligible persons in similar situations regardless of whether or not a person has filed a written request for review. All written determinations shall be kept on file and available for public review. K. Judicial Review Nothing in these procedures shall in any way preclude or limit a claimant from seeking judicial review of a claim upon exhaustion of such administrative remedies. FAME Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, Inc. EXHI~1°f D RELOCATION ASSISTANCE TQ TENANTS DISPLACED FROM THEIR HOMES introduction This booklet describes the relocation payments and other relocation assistance provided in accordance with the Relocation Assistance and Real Property acquisition Guidelines and the California Relocation Act, (Government Code 25, section 7260 et seq.) to tenants displaced by FAME Santa Monica SenrorAparfinents LP from their homes. This includes any family or individual that must move as a direct result of rehabilitation, demolition or acquisition for a project in which State or non-Federal funds are used For a project. If you are notified that you will be displaced, it is important that you do not move before you learn what you must do to receive the relocation payments and other assistance to which you are entitled. This booklet may not answer all of your questions. If you have more questions abbut your relocation, contact Del Richardson & Associates, tnc., the Relocation Consultant responsible for the project. (Check the back of this booklet for the name of the Relocation Agent to contact) Ask your questions before you move. Afterwards, it may be too late. Summary of Relocation Assistance As an eligible tenant displaced from your home, you. will be offered the following advisory and financial assistance: ° Advisory Services. This includes referrals tp comparable and suitable replacement homes, the inspection of replacement housing to ensure that it meets established standards, help in preparing claim forms for relocation payments and other assistance to minimize the impact of the move. Payment for Moving Expenses: You. may choose either a: - Payment for Your Actual Reasonable Moving and Related Expenses, or Fixed Moving Expense and Dislocation Allowance ° Replacement Housing Assistance. To enable you to rent, or if you prefer, buy a comparable or suitable replacement home, you maycftoose either: Rental Assistance, of Purchase Assistance. If you disagree with FAME Santa Monica Senior Apartments, LP's decision as to the relocation assistance for which you areeligible,you may appeal that decision. General Questions How Will I Know I Am Eligible Far Relocation Assistance? You should receive a written notice explaining your eligibility for relocation assistance. You should not move before receiving that notice. If you do, you may not receive relocation assistance. How Wiil FAME Santa Monica Senior Apartments, LP Know How Much Help I Need? You will be contacted at an early date and personally interviewed by a Relocation Agent for FAME Santa Monica Senior Apartments, LP to determine your relocation needs and preferences for replacement housing and advisory services. The Relocation Agent will ask certain questions about you and other kAbIE Santa W onica Senior Apartments Relac;nion Plan Del Richartlson & Associates. In C. ExHlBir o RELOCATION ASSISTANCE TO TENANTS DISPLACED FROM THEIR HOMES member of your household, including questions about your income. It is to your advantage to provide the information so that the Relocation Agent can assist you in moving with a minimum of hardship. The information you give will be kept in confidence. How Soon Will I Have To Mave? If possible, a mutually agreeable date for the move will be worked out. You will be given enough time to make plans for moving. Unless there is a health or safety emergency, you will not. be required to move without at least 90 days advance written notice of (7) at least one "comparable replacement home" that is available to you and (2) the earliest date by which you must move. What is A Comparable Replacement Home? A comparable replacement home is: • Decent, safe, and sanitary. • Functionally equivalent to (and equal or better than) your present home. • Actually available for you to rent. ° Affordable. • Reasonably accessible to your place of employment.. • Generally as well located with respect to public and commercial facilities, such as schools and shopping, as your present home. • Not subject to unreasonable adverse environmental conditiohs. • Available to all persons regardless of race, color, religion,. sex, or national origin. What is Decent, Safe, and Sanitary Housing? Decent, safe, and sanitary housing is housing that: -.. ° Meets applicable housing and occupancy requirements. • Is structurally sound, weathertight, and in good repair. • Contains a safe, adequate electrical wiring system. • Has adequate living space forShe occupants:. • Has a kitchen with a sink, hotand cold running water, and connections for a stove and refrigerator (if you were displaced froma housekeepirg,unit). • Has a separate, complete bathroom with hot and cold running water. • Has heating as required by climatic conditions. • Has an unobstructed exit to safe, open space at ground level. • Meetsstandards protectingoccupants from lead-based paint hazards. If youare person:..wdh a physical disability, is free of any barriers which would preclude your Will FAME Santa Monica Senior Apartments, LP Heip Me Find A Replacement Home? Yes. You will 6e provided with referrals to housing that has been inspected to ensure that it meets established standards. If possible, you will be referred to at (east three comparable replacement homes. The maximum financial assistance for which you may qualify will be based on the cost of the most representative comparable replacement home that is available to you. Promptly after you become eligible for relocation assistance, the Relocation Agent will inform you of such. unit and the maximum payment available. Once the Relocation Agent has a clear understanding of your needs and preferences, he or she will work with you to assure that you are given the best possible choice of housing. The Relocation Agent will offer you appropriate transportation to inspect these units. EA91E Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, Inc. EXHIBIT D RELOCATION ASS}STANCE TO TENANTS DISPLACED FROM THEIR HOMES If yeu would like to move to government-owned housing or obtain a Housing Choice Voucher (HCV} let the Relocation Agent know of your interest. Generally, an eligible displaced person receives preference for such long-term housing assistance. You will be given assistance in completing any required application forms. What If t Find My Own Replacement Housing? You have every right to find your own replacement housing. However, before you. rent or buy, ask the Relocation Agent to inspect the unit to make sure that it is decent, safe, and sanitary. If the housing unit is not decent, safe, and sanitary, you will not receive a replacement housing payment. What If 1 Encounter A Problem In Obtaining Housing Of My Choice? If you encounter a problem in buying or renting housing of your choice, notify the,Relocation Agent immediately. The Relocation Agent will look into the matter and try to resolve it. You will receive this help whether you were referred to the housing unit or found it yourself. If you are unable to buy or rent a housing unit because of tliscriminatory practices. on the part of a real estate broker, rental agent, lender, or a property owner; the Relocation Agent wilt help you file a formal housing discrimination complaint with the U.S. Department of Housing and .Urban Development or the appropriate State or local fair housing agency. What Other Services Will I Receive? In addition to help in obtaining a comparable replacement home,: other assistance, as necessary, will be provided in order to minimize the impact of your move. This assistance may include referral to appropriate public and private agencies that provide services concerning housing financing, employment: health, welfare, or legal assistance. The range of services depends on the needs of the person being displaced. You should ask the Relocation Agent to tell you about the specific services that will be-available to help you andyour family. What Is a Payment For Actual Reasonable Moving and Related Expenses? You may choose to receive a relocation payment to cover the reasonable cost of your move. If you choose a Payment for Actual Reasonable Moving And Related Expenses, you may include in your claim the reasonable and necessary'costs for. • Transportation for you and your family. • Packing, moving and unpacking your household goods. • Disconnecting and reconnecting household appliances and other personal property (e.g., telephone and cable TV). • Storage of household goods, as maybe necessary. • Insurance for the replacement value of your property during the move and necessary storage. • The replacement value of property lost, stolen or damaged in the move (but not through your neglect) if insurance is not reasonably available. The Relocation Agent will explain all eligible moving costs, as well as those that are not eligible. You must be able to account for any costs that you incur, so keep all your receipts. Select your mover with care. The Relocation Agent can help you select a reliable and reputable mover. FAbtE Saeta Moniea Senior Apartments Relocation Plan Del Richardson & Assodates, Inc. EXHIBIT RELOCATION ASSISTANCE TO TENANTS DISPLACED FROM THEIR HOMES You may elect to pay your moving costs yourself and be repaid by FAME Santa Monica Senior Apartments, LP or, if you prefer,-you may have FAME Santa Monica Senior Apartments, LP pay the mover. In eikher case, let the Relocation Agent know before you move. What Is A Fixed Moving Expense And D'eslocation Allowance? If you choose a Fixed Moving Expense and Dislocatibn Allowance, you will receive an allowance which is based on the number of rooms in your home or the number of rooms of furniture you will be moving, as shown on a schedule. The Relocation Agent has a copy of the schedule and will help you decide whether choosing this allowance is in your best interest. If you do not have a large amount of personal property to move, this payment should be more advantageous. No special documentation is required to support your claim. You need only move your personal property and complete the appropriate claim form in order to receive your payment. How Much Rental Assistance Will I Receive? You may be eligible to receive Rental Assistance fora 42-month period. The assistance is computed in the following manner. The assistance needed for one month is determined by ubtracting the "base monthly rent" for your present home from the cost of rent and utilities for your new home (or a comparable replacement home, if that cost is lower). That monthly need, if any, is multiplied by:42, to determine the total amount that you will receive. This amount will be paid directly to you. FAME Santa Monica Senior Apartments, LP must provide the assistance in monthly installments or other periodic payments. GeneraAy, the base monthly rent for your present home is the lesser of: (1) the monthly rent and average monthly cost for utilities, or (2) thirty (30%) percent of your average monthly gross household incdme; if,you are lbw-income based on HUD income limits. Examples: Let's say that the monthly rent and average cost for utilities for your present home are $250; the monthly rent and estimated average utility posts for a comparable replacement home are $350; and your monthly gross income is $700. In this case your"base monthly rent" would be $210 because you are iow- income and that amount (30% percent of your income) is less than the monthly cost of rent and utilities at your present home ($250). • If you yenta replacement: home for $360 per month, including estimated average monthly utility charges, you will receive$5,880. That amount is 42 times $140 (the difference between the "base monthly rent" for your present home ($210) and the cost for a comparable replacement home ($350)). • If you rent a replacement home for $310, including estimated average monthly utility charges, you will receive $4,200: That amount is 42 times $100 (the difference between the "base monthly rent" for your present home ($210) and the actual cost of your new home ($310)). To qualify for rental assistance, you must rent and occupy a decent, safe, and sanitary home within one year after the date you move. However, FAME Santa Monica Senior Apartments, LP will extend this period for goad cause. If 1 Decide to-Buy, Rather Than Rent, How Much Assistance Will 1 Receive? If you buy a replacement home, you may be eligible for assistance to make a down payment equal to the amount you would receive if you rented a comparable replacement home (i.e., 42 times the amount obtained FANH Santa Monica Senior Apartments Rebcation Plan nel Richardson & Associates, Inc. EXHIBIT RELOCATION ASSISTANCE TO TENANTS DISPLACED FROM THEIR HOMES By subtracting the base monthly rent" far your present home form the monthly rent and estimated average monthly utility costs for a comparable replacement home). A down payment assistance payment will be paid in a lump sum. Example: Assuming the information in the prior examples, the downpayment assistance payment would be $5,880. That amount is 42 times $140 (the difference between the "base monthly rent" for your present home ($210) and the monthly rent and estimated average monthly utilities cost for a comparable replacement home ($350). The full amount of the payment must be applied to the purchase of the replacement dwelling. Must 1 File A Claim To Obtain A Relocation Payment? Yes. You must file a claimfor each relocation payment. The Relocation Agent will; however, provide you with the required claim form, help you to complete it, and explain the type of documentation, if any, that you must submit in order to receive the payment. If you must pay any relocation expenses before you move (e.g., a security deposit when you sign a lease for your new home), discuss your financial needs with the Relocation Agent. While refundable deposits are not covered, you may be able to obtain an advance payment to meet these costs. An advance payment may be placed in "escrow" or paid directly to a contractor to ensure that the move will be completed on a timely basis. You must file your claim within 18 months after the date you move.' However, it is to your advantage to file as soon as possible after you move. The sooner you submit your claim, the sooner it can be processed and paid. If you are unable to fife your claim within 18 months, ask FAME Santa Monica Senior Apartments, LP to extend this period. Be careful not to confuse this 18-month period with'the 12-month period within which you must rent (or buy) and occupy a replacement dwelling in order to be eligible for a'replacemenk housing payment. You will be paid promptly after you file an acceptable claim. If there is any question regarding your right to a relocation payment or the amount of the paymen#, you will be notified, in writing, of the problem and the action you may take to resolve the matter.. Will I Have To Pay Rent To FAME Santa Monica Senior Apartments, LP Before t Move? If FAME Santa Mohica Senior Apartments, LP acquires the property in which you live, you may be required to pay a fair rent to FAME Santa. Monica Senior Apartments, LP for the period between the acquisition of the property andthe date that you move. Such rent will not exceed the market rent for comparable properties in the area. Do I Have To Pay Income Taxes On My Relocation Payments? No. Section 7269 of California Government Code 25, states that no payment received by any person or as tenant relocation assistance shall be considered as income or resources for the purposes of the Personal Income Tax Law, as part of your gross income for State tax purposes. For information on Federal or local income taxes, you should check with the Federal or local income tax office in your area or with your personal tax advisor. What If I Don't Receive The Required Assistance. Can I Appeal? If you disagree with FAME Santa Monica Senior Apartments, LP's decision as to your right to relocation assistance or the amount of a payment, or the adequacy of the housing to which you have been referred, you may appeal the decision to FAME Santa Monica Senior Apartments, LP. FAME Santa Monica Senior Apartments Relocation Ylan Del Richardson & ASSOCIatQ$, Inc. ExHeeaT RELOCATION ASSISTANCE TO TENANTS DISPLACED PROM THEIR HOMES FAME Santa Monica Senior Apartments, LP will inform you of its appeal procedures. At a minimum, you will have 60 days to file your appeal with FAME Santa Monica Senior Apartments, LP after you receive written notification of FAME Santa Monica Senior Apartments, LP's determination on your claim. Your appeal must be in writing. Hawever, if you need help, the Relocation Agent will assist you in preparing your appeal. if you are a low or moderate-income person and are dissatisfied with FAME Santa Monica Senior Apartments, LP's determination on your appeal, you may have an additional right to request administrative review of that decision. You can expect a fair decision on any appeal. However, if you are not satisfied .with the final administrative decision on your appeal, you may seek review of the matter by the courts. t Have More Questions. Who Will Answer Them? If you have further questions after reading this booklet, contact De/ Richardson & Associates, lnc, and discuss your concerns with the Relocation Agent. Relocation Agent: Ricardo Viallta Address: 510 South La Brea Avenue Office Hours: 9:00 am until 6:00 pm (Weekdays) Telephone Number: (310) 645-3729, ext 237 FAMH Santa Monica Senior Apartments Relocation Plan Del Richardson & Associates, Inc.